Summary of what happens when Signed document(s) come back to FYI

The following is a summary of what happens when Signed document(s) come back to FYI for each of the signing services that can be integrated in FYI. This also covers the Workflow status, Threading and Stapling for the following documents:

  • Original PDF document(s)
  • Web Link, the signature request document created when the document is sent for signature
  • Signed document(s) returned from the signing service
  • Combined pack of all the Signed documents which is for multiple documents where relevant for the signing service.

Refer also to Summary of what happens when document(s) are Sent for Signing.

When the Signed document(s) come back to FYI

Feature

DocuSign

Adobe Sign

Annature

FuseSign

myprosperity

Single document

After Signed document is Threaded, the Original PDF document Workflow Status is:

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

Pending Client Signature

Pending
Client
Signature

Single document

Workflow Status of the Web Link is:

Client
Signed

Pending
Client
Signature

Pending
Client
Signature

Client
Signed

Pending
Client
Signature

Multiple documents

After Signed documents are Threaded, the Original PDF document Workflow Status is:

Pending Client Signature

Pending
Client
Signature

Pending
Client
Signature

Pending Client Signature

n/a

Multiple documents

Workflow Status of the Web Link is:

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

Client
Signed

n/a

Multiple documents

Sent with Workflow Status set to "Pending Approval" in FYI, approved in signing service and sent to Client.
Workflow Status of the pack is:

n/a

Pending
Client
Signature

n/a

n/a

n/a

Workflow Status of the Signed document is:

Client
Signed

Client
Signed

Client
Signed

Client
Signed

Client
Signed

Single Document

When the Signed document comes back to FYI, Thread is formed.

Yes

Yes

Yes

Yes

Yes

Single Document

Thread contains: Original PDF document, Signed document and Web Link

Yes

Yes

Yes

No
Web Link is not Threaded to Original PDF document and Signed document

Yes

Web Link and Signed document have different reference number

No
Same as Original PDF document

Yes

Yes

No
Same as Original PDF document

Yes

When Multiple Recipients have been selected Import document when all parties are signed

Yes

(Single Client Only)

Yes

Yes

Yes

Yes

When Multiple Documents are sent, a Combined pack of all the Signed documents is created. This is Stapled and Threaded with the Web Link

No

Yes

Yes

No

n/a

Workflow Status of the Combined pack of all the Signed documents is:

n/a

Client
Signed

Client
Signed

n/a

n/a

Web Link and Combined pack of all the Signed documents have different reference numbers

n/a

Yes

Yes

n/a

n/a

Multiple documents

Documents that are Threaded with the Web Link

None

Signed documents

Combined pack of all the Signed documents

Signed documents

Combined pack of all the Signed documents

None

n/a

Multiple Documents

Documents that are Threaded with the Original PDF document

Signed PDF document

Signed PDF document

Signed PDF document

Signed PDF document

n/a

Multiple Documents Documents that are Stapled together

Original PDF documents

Signed documents

Web Link

Original PDF documents

Signed documents

Web Link

Combined pack of all the Signed documents

Original PDF documents

Signed documents

Web Link

Combined pack of all the Signed documents

Original PDF documents

Signed documents

Web Link  

n/a

Method used to import signed document(s) into FYI

FYI - My Imports

Direct

Direct

Direct

Direct

Single Document
When Subject in the Send for Signature is not changed

Web Link has same name as Original PDF document

Signed document  has same name as the Original PDF document

Web Link has same name as Original PDF document

Signed document  has same name as the Original PDF document

 

Web Link has same name as Original PDF document

Signed document  has same name as the Original PDF document

Web Link has same name as Original PDF document

Signed document  has same name as the Original PDF document

 

n/a

Multiple Documents
When Subject in the Send for Signature is not changed

Web Link has same name as the first selected document

Signed document has same name as the Original PDF document

 

Web Link has same name as the first selected document

Signed document has same name as the Original PDF document

Combined Pack of all the signed documents has the same name as the Web Link

Web Link has same name as the first selected document

Signed document has same name as the Original PDF document

Combined Pack of all the signed documents has the same name as the Web Link

Web Link has same name as the first selected document

Signed document has same name as the Original PDF document

 

n/a

Single Document
When Subject in the Send for Signature is changed

Web Link has the name as per the Subject

Signed document has the name as per the Subject

Web Link has the name as per the Subject

Signed document has the name as per the Subject

Web Link has the name as per the Subject

Signed document has the name as per the Subject

Web Link has the name as per the Subject

Signed document has the name as per the Subject

n/a

Multiple Documents
When Subject in the Send for Signature is changed

Web Link has the name as per the Subject

Signed document has the name as per the Subject

 

Web Link has the name as per the Subject

Signed document has the name as per the Subject

Combined Pack of all the signed documents has the name as per the Subject

Web Link has the name as per the Subject

Signed document has the name as per the Subject

Combined Pack of all the signed documents has the name as per the Subject

Web Link has the name as per the Subject

Signed document has the name as per the Subject

 

n/a

 

Was this article helpful?
3 out of 3 found this helpful